Comprehensive Financial Planning Services in Hawke’s Bay
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”
At LMS Insure & Invest, we believe that a well-structured financial plan is the cornerstone of achieving your life goals.
If you didn’t have to work, how would you spend your time? We’re not talking about being rich and buying whatever we want. We’re talking about having the freedom to choose how we spend our time. Time is the most precious commodity, after all. Rather than “retirement”, the goal is financial freedom and what that means to you. Yet a goal without a plan is just a wish. At LMS, we help you design that plan
Financial Planning in Hawke’s Bay
At LMS Insure, we believe that a well-structured financial plan is the cornerstone of achieving your life goals. With a strong presence in Hawke’s Bay and a commitment to helping individuals and families build secure financial futures, our experienced advisers provide personalised financial planning services that align with your aspirations, lifestyle, and long-term objectives.
Why Financial Planning Matters?
Many individuals spend more time planning vacations than their financial futures. Our financial planning services encourage you to reflect on essential questions:
- How do I envision my ideal lifestyle?
- What are my long-term financial goals?
- What steps are necessary to achieve these objectives?
By addressing these questions, we help you develop a clear, actionable plan that brings confidence and peace of mind.
Our Approach to Financial Planning
Our process involves:
- Personalised Consultation: Understanding your unique financial situation, goals, and risk tolerance.
- Strategic Planning: Utilizing decades of experience and specialized software to create a tailored financial plan.
- Ongoing Support: Regular reviews and adjustments to ensure your plan remains aligned with your evolving needs.
Clients often report a renewed sense of optimism and excitement about their future after engaging with our financial planning services.
Benefits of
Choosing
LMS Insure & Invest
Local Expertise
Being based in Hawke’s Bay, we have a deep understanding of the community's unique needs and challenges.
Comprehensive Services
Our wide range of insurance products ensures that all aspects of your domestic protection are covered.
Trusted Advisers
Our team comprises seasoned professionals committed to providing honest and transparent advice.
Accessible Support
We are available 24/7 and can meet at a time and place that suits you, including virtual consultations.
Why Financial Planning Matters?
In addition to general financial planning, we offer specialized services including:
UK Pension Transfers (QROPS)
Australian Superannuation Transfers
Providing guidance on transferring Australian superannuation funds
Meet Our Financial Planning Expert: Peter Seligman
Peter Seligman brings over two decades of global financial planning experience, having worked in the UK and Singapore before joining LMS Insure & Invest in Hawke’s Bay.
He specializes in investment management, KiwiSaver, financial scenario planning, and UK pension transfers (QROPS). Peter is committed to helping clients feel confident about their financial futures through tailored guidance and actionable strategies.
Our clients' satisfaction reflects our commitment to excellence!
Hear from our clients
“James provided clear and concise advice, making the insurance process straightforward and stress-free.”
“Adam’s expertise and attention to detail ensured we had the right coverage for our family’s needs.”
“Peter helped with QROPS, pensions, and retirement planning—highly recommended for expert guidance.”